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Pinnacle Wealth Planning Services’s Telephone and Data Systems TDS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TDS Stock Details TDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$90.6K Buy
2,151
+95
+5% +$4.18K 0.01% 853
2025
Q4 		$84.3K Buy
+2,056
New +$80.1K 0.01% 874
2021
Q1 		– Sell
-117
Closed -$2K – 1761
2020
Q4 		$2K Buy
+117
New +$2.15K ﹤0.01% 1985

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's TDS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Telephone and Data Systems (TDS) stake by 4.6% in Q1 2026, buying an estimated $4.18K and bringing the position to 2,151 shares worth $90.6K. The position accounts for 0.01% of the portfolio, ranked #853.

Pinnacle Wealth Planning Services first reported a position in TDS in Q4 2020 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,151 shares of Telephone and Data Systems worth $90.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 95 Telephone and Data Systems shares in Q1 2026, an estimated $4.18K.
  • Telephone and Data Systems made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #853 holding.
  • Pinnacle Wealth Planning Services first reported a position in Telephone and Data Systems in Q4 2020 and has held it in 3 quarters since.
  • 354 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.